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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-31-2000
- Office Locations
- 3
Office Locations
About Roble, Belko AND Company, Inc.
Roble Belko & Company is a Pittsburgh-area RIA providing holistic wealth and risk management for high-net-worth families (often entrepreneurs/executives, typically $3M+ investable) and small institutions. Portfolios are built around a disciplined asset-liability management framework, diversified allocation, and scenario-based risk oversight using a proprietary risk system. Offers open-architecture advice and a multi-device client dashboard with document vault.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM THOMAS BELKO
Chief Investment Officer, PRINCIPAL
- CRD
- #1567501
- Ownership
- 50% but less than 75%
ROGER WILLIAM ROBLE
Advisor, President
- CRD
- #1542842
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
Unlock allContacts
Jacqueline Ann Cannella
Client Service Associate
- CRD
- #7191464
ANTHONY JOHN CARRINO MR.
Investment Advisor
- CRD
- #41649
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,552,856,077 | $1,355,023 |
| Non-Discretionary | $0 | -- |
| Total | $1,552,856,077 | $1,355,023 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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